Benefits

Consultation & Referral
Your free consultation benefit covers up to thirty (30) minutes either in the Plan Attorney's office or over the phone. Consultations are provided by the local Plan Attorney who is determined to be the best match for your needs by your Personal Access Specialist (PAS). Your PAS may ask a number of background questions to determine your needs. Next your PAS will get in contact with one or more Plan Attorneys in the area to confirm availability, check for conflicts and be sure the matter falls within their practice area. This sometimes causes a slight delay in the referral, but you can be sure that when you call the Plan Law Firm you will not be informed that the attorney is out of town for three weeks, does not handle your type of matter or is the attorney for the "other side." Because we are very selective in choosing attorneys for our Plan, we do not have "hundreds" of attorneys in any given city. The Plan Attorney you will be referred to will be within 23 miles, with an occasional exception for rural areas. While this may seem far, it is likely that you will not have to go into the attorney's office more than two or three times for a lengthy case, usually only once for a simple case and most matters (92%) can be handled over the phone. All matters that go beyond the free consultation will be billed directly to you by the Plan Attorney. You will receive a 25% discount off their normal hourly rate.

Document Review
The benefit is available up to three times each year and can be used for documents that total six pages or less. If you wish to utilize this benefit you MUST request it when calling our Customer Service Center for the initial referral. This benefit must be authorized prior to calling the Plan Attorney. If you decide after you have already received a referral that you need to utilize this benefit, you must call our Customer Service Center first. Plan Attorneys may not provide this service without authorization.

Letter & Phone Calls
If you and your attorney agree that such resolution will likely resolve your matter, you are entitled to have a phone call or letter made by your Plan Attorney. The benefit is available up to three times each year. If you wish to utilize this benefit you MUST request it when calling our Customer Service Center for the initial referral. This benefit must be authorized prior to calling the Plan Attorney. If you decide after you have already received a referral that you need to utilize this benefit, you must call our Customer Service Center first. Plan Attorneys may not provide this service without authorization.

Simple Will
What constitutes a Simple Will varies by state, so it is difficult to give parameters into which your will must fall to be covered. This benefit is provided by completing a Will questionnaire which will be reviewed by a local Plan Attorney. You will have the option to include additional information with your basic Will questionnaire and have the Plan Attorney review your situation and make recommendations for other documents that may be helpful. From the time we receive your Will kit there is typically a two to four week turnaround time for your Will to be completed.

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